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Aon
AON

Name Holding Trade Value Shares
Change 		Change in
Stake
SHM
1076
Sagard Holdings Management
Ontario, Canada
$50.7K +$51.4K +142 New
FNWA
1077
Financial Network Wealth Advisors
Utah
$49.6K – – –
BWAM
1078
Boyd Watterson Asset Management
Ohio
$49.2K – – –
EWP
1079
Elevation Wealth Partners
California
$49.2K +$6.88K +19 +16%
CMP
1080
Coston McIsaac & Partners
Maine
$49K – – –
MAM
1081
Meeder Asset Management
Ohio
$47.8K +$7.97K +22 +20%
RA
1082
Rise Advisors
New York
$46.8K +$362 +1 +0.8%
FFA
1083
Frazier Financial Advisors
Ohio
$42.1K +$4.35K +12 +11%
PWMG
1084
Prestige Wealth Management Group
New Jersey
$41.4K – – –
GKIM
1085
GW&K Investment Management
Massachusetts
$41K +$1.45K +4 +4%
SC
1086
SouthState Corp
Florida
$40.7K -$108K -298 -72%
MWM
1087
Mascoma Wealth Management
New Hampshire
$39.6K – – –
CWM
1088
Centricity Wealth Management
Ohio
$38.5K – – –
BIA
1089
Bell Investment Advisors
California
$37.5K -$725 -2 -2%
GC
1090
Garde Capital
Washington
$37.5K – – –
C
1091
Covestor
United Kingdom
$37K -$362 -1 -1%
TPWA
1092
Twin Peaks Wealth Advisors
California
$37K +$37K +102 New
BGAI
1093
Bruce G. Allen Investments
Colorado
$36.4K -$28.3K -78 -43%
ACM
1094
Accent Capital Management
Ohio
$36K – – –
MWA
1095
Medallion Wealth Advisors
Connecticut
$35.7K – – –
TFGT
1096
TS Financial Group (TSFG)
Illinois
$33K – – –
PB
1097
Pinnacle Bancorp
Nebraska
$32.5K +$12K +33 +57%
MEG
1098
Millstone Evans Group
Colorado
$32.1K – – –
TCOT
1099
Trust Company of Toledo
Ohio
$32.1K +$32.6K +90 New
AUB
1100
Atlantic Union Bankshares
Virginia
$31K +$31.5K +87 New
42 43
44
45 46